Six Months of Hormuz Disruption Have Changed the Oil Market More Than the Headline Price Suggests
Six months of conflict around the Strait of Hormuz have reduced Gulf export flows, weakened OPEC+ market share and increased oil-market volatility.
Oil, gold and metals, covered for people who hold equities rather than futures. Every price move is carried through to the sectors and index components it actually touches.
Six months of conflict around the Strait of Hormuz have reduced Gulf export flows, weakened OPEC+ market share and increased oil-market volatility.
Qatar's LNG exports have fallen 96% during the Iran war, redirecting global gas trade and increasing Europe's reliance on US supply.
Bitcoin jumped nearly 8% after a White House crypto summit. Inside the Clarity Act's path through the Senate and what it means for prices.
Bitcoin spot trading volume has hit its lowest level since 2019. What thinning volume and leverage-driven price action mean for crypto markets right now.
Gold is climbing toward record highs on central bank buying, while Bitcoin sits 49% below its 2025 peak. Here's why the two hedges are diverging.
Brent crude pushed toward $89 a barrel as Middle East tensions resurface, complicating the Fed's inflation outlook ahead of a pivotal week.
Analysts now see a 1.5m barrel-a-day oil deficit in 2026 as Middle East disruption reverses earlier expectations for oversupply.